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Leads can be added manually or through our contact form integrations. That means when someone submits a supported contact form, the user information will be automatically added to the leads section of Propovoice CRM!
Manually Adding Leads #
To add a Lead, go to the WordPress Admin Dashboard
- Click on Propovoice > Lead
- Click on Add Lead or Let’s Start Creating button.
You will see form to enter the information about the lead like the image below.
- Fill up your lead’s necessary information
- Click on the Save button when you’re done.